Unclaimed Profile

William F Quinn

CHARLES SCHWAB INVESTMENT ADVISORY, INC.·SAN FRANCISCO, California

SIE, Series 3, Series 7, Series 24, Series 27, Series 30, Series 99TOClean recordCHARLES SCHWAB INVESTMENT ADVISORY, INC.

211 MAIN STREET, SAN FRANCISCO, CA 94105CRD# 1638662Firm CRD# 151739

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William F Quinn · SAN FRANCISCO, CA

Registration

CRD #1638662 · CHARLES SCHWAB INVESTMENT ADVISORY, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 27

Series 30

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CHARLES SCHWAB INVESTMENT ADVISORY, INC.

CRD 151739 · SEC 801-70737

AUM

$66.1B

Regulatory assets under management

Employees

495,347 client accounts

Services offered by CHARLES SCHWAB INVESTMENT ADVISORY, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CHARLES SCHWAB INVESTMENT ADVISORY, INC. →

Introduction

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Frequently Asked Questions

What services does William F Quinn offer?

William F Quinn specializes in Investment Management, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are William F Quinn's credentials?

William F Quinn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William F Quinn located?

William F Quinn is based in SAN FRANCISCO, California, working with CHARLES SCHWAB INVESTMENT ADVISORY, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does William F Quinn charge for services?

William F Quinn's firm is compensated through other: costs plus. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CHARLES SCHWAB INVESTMENT ADVISORY, INC.?

CHARLES SCHWAB INVESTMENT ADVISORY, INC. has approximately 26 employees and manages $66.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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